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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,533 | $90,486-75.1% | $78,676-71.4% | $273,972-91.8% |
| Participation rate | 46.7% | 76.5%-29.9pp | 73.6%-26.9pp | 83.0%-36.3pp |
| Annual return | 7.40% | 75.62%-68.2pp | 62.19%-54.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,044 | $3,175-67.1% | $2,850-63.4% | $4,869-78.6% |
| Participant deferral / active EE | $2,284 | $3,901-41.4% | $3,517-35.0% | $5,287-56.8% |
| Admin fee / account holder | $170 | $5,263-96.8% | $4,510-96.2% | $10,133-98.3% |